Case Study: Canal Vista Desarrollos unifies its real estate sales pipeline with Siblings Software

Canal Vista Desarrollos unifies its sales pipeline in 16 weeks with Siblings Software

Canal Vista Desarrollos, a Panama-based residential real estate developer, faced a significant challenge as its sales tooling became fragmented across Zoho exports, WhatsApp threads, and spreadsheets. This disconnect led to proforma documents and contract totals frequently mismatching, creating operational risk. The company engaged Siblings Software to build a custom CRM that would unify its pipeline and enforce financial integrity.

Siblings Software delivered a comprehensive solution built on Next.js 16, implementing a seven-stage sales pipeline with role-based access control (RBAC) and server-side Zod validation to block any proforma-contract mismatches from reaching signature. The solution also included a Zoho data import and an OpenAI agent to assist coordinators with internal summaries. As a result, the number of mismatches reaching the notary dropped to zero, sales and legal teams were unified with a shared vocabulary, and finance eliminated its parallel spreadsheet tracking.

Canal